Csx Corporation Master Pension Trust — Form 5500 plan (Csx Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Csx Corporation Master Pension Trust is a benefit plan reported by Csx Corporation under EIN 36-6859460 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,494,312,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csx Corporation
- EIN
- 36-6859460
- Plan number
- 001
- Plan type
- 4
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,494,312,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241002145536NAL0004938083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,494,312,829
- Total liabilities (EOY)
- $29,661,103
- Net assets (EOY)
- $2,464,651,726
- Net assets (BOY)
- $2,299,230,863
Income & contributions
- Total contributions
- $0
- Total income / additions
- $339,365,239
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $9,933,212
- Total expenses
- $9,933,212
- Net increase / (decrease)
- $329,432,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Northern Trust Company | TRUSTEE | $1,685,982 | $0 | 2023 |
| Aon Consulting | NONE | $1,205,678 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $1,182,757 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt Ltd | NONE | $604,353 | $0 | 2023 |
| Pacific Investment Management Co Ll | NONE | $441,786 | not reported in the loaded dataset | 2023 |
| Pgim, Inc | NONE | $391,950 | $0 | 2023 |
| Blackrock Financial Management | NONE | $347,166 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | NONE | $313,888 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Limited | NONE | $269,127 | $0 | 2023 |
| Loomis Sayles | NONE | $221,736 | not reported in the loaded dataset | 2023 |
| Inc. Diamond Hill Capital Managemen | NONE | $220,876 | $0 | 2023 |
| Wellington Trust Company | NONE | $216,422 | $0 | 2023 |
| Blackrock | NONE | $215,467 | not reported in the loaded dataset | 2023 |
| Rreef Midamerica | NONE | $201,545 | $0 | 2023 |
| Wells Fargo Bank | NONE | $192,570 | $0 | 2023 |
| Ubs Global Asset Management | NONE | $169,623 | not reported in the loaded dataset | 2023 |
| Ernst And Young Llp | NONE | $126,000 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services | NONE | $121,199 | $0 | 2023 |
| Holland & Knight Llp | NONE | $73,174 | not reported in the loaded dataset | 2023 |
| Pinebridge Investments | NONE | $36,797 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $36,054 | $0 | 2023 |
| Alight Solutions LLC | NONE | $17,025 | not reported in the loaded dataset | 2023 |
| Csx Corporation | PLAN SPONSOR | $14,307 | not reported in the loaded dataset | 2023 |
| Stone Harbor Investment Partners Lp | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csx Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- The Northern Trust Company — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Morgan Stanley Investment Mgmt Ltd — Schedule C compensation
- Pacific Investment Management Co Ll — Schedule C compensation
- Pgim, Inc — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Baillie Gifford Overseas Limited — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Inc. Diamond Hill Capital Managemen — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Blackrock — Schedule C compensation
- Rreef Midamerica — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- Holland & Knight Llp — Schedule C compensation
- Pinebridge Investments — Schedule C compensation
- State Street Research & Management — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Csx Corporation — Schedule C compensation
- Stone Harbor Investment Partners Lp — Schedule C compensation